My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

I'm Katie Coleman. I am originally from Atlanta, Georgia and became a New Yorker when I moved here to marry my husband, Bob. We have been married now for 5 years and have a 5 year old chocolate lab named Tuna. I enjoy spending time with family, reading and traveling. I love what I do and am passionate about helping people achieve a Confident Retirement.

Community Participation

Michael Magro Foundation- Board Member

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving

Experience

12
100 View scores
 
 
 

Awards & Recognition

  • Long Island Business News "40 Under 40"1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Education

  • University of Georgia, Terry College of Business- BBA, 2002

Files for Download

My Videos

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My PhotosShow Thumbnails

Confident Retirement & Cocktail Reception. Confident Retirement approach cake!

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.